Falling in Love with the New Toy: When Capital Allocation Gets Clouded by Pride
Falling in Love with the New Toy: When Capital Allocation Gets Clouded by Pride Read More »
Data centers used to be just another customer. Now, they’re shaping how entire power markets evolve. I’ve sat across the table from hyperscalers negotiating low-carbon power deals, and the scale is unlike anything else. This piece is part observation, part forecast: what’s happening right now in data center energy development, where I think it’s headed, and why it matters far beyond the tech sector.
What Data Centers Are Teaching Us About the Future of Energy Read More »